Tag: referrals

Gently Create Some Urgency for Referrals (Distraction-Proof Advisor Idea Video #317)

When making New Year and pre-tax season connections with clients, humbly showcase your business success and prompt referrals.

Make Your Client a Referral Hero (Distraction-Proof Advisor Idea Video #297)

Use this small riff on the I've always recommended advisors use to make it even more effective...

3 Powerful Points for Your First 2022 Client Conversation (Distraction-Proof Advisor Idea Video #276)

Now is the time to contact your clients to start the year with meaningful connections. Use this language to make a great impression, show your care for your clients, and gently remind them about referrals, all within your first 2022 conversation.

You’ll Be Asked This – Don’t Waste It (Distraction-Proof Advisor Idea Video #234)

When clients ask how you're doing, tactically describe what you've been doing to equip them with words to easily refer you to others.

Forever Giving but Never Getting? (Distraction-Proof Advisor Idea Video #202)

What do you do when you keep referring your clients to other professionals but don't receive any referrals coming your way?

The Key to Great Referral Relationships (Distraction-Proof Advisor Idea Video #200)

Developing great referral relationships is simple, if you just remember one thing...

Vetting Clients’ Dissatisfied Friends (Distraction-Proof Advisor Idea Video #188)

Some advisors have been too quiet recently and their clients are unhappy. This can be a great time to grow your business with referrals from existing clients to their dissatisfied friends and family, but make sure to vet these new prospects...

Want Referrals? Just Help (Distraction-Proof Advisor Idea Video #114)

Here's a better way to seek referrals and why it works so well.

Get Referred – Here’s How (Distraction-Proof Advisor Idea Video #28)

Use these simple tips to establish and grow valuable relationships with Centers of Influence to have them recommend you to their best clients.